The is one of the primary reports used for production management. The organization (detail) of this report is by Line Item; it is used when line items are routed independently and the entire order is not routed together.

Information Structure

The report shows, in logical hierarchy, information from the following different sources and the table the information is contained within:

Order Information (TransHeader)

Order Station Information (Station)

Company Information (Account)

Contact Information (AccountContact)

Order Salesperson (Employee)

Order Division (EmployeeGroup)

Tables Accessed

~ Purpose

~ Table

~ Linkage Information

~ Filter Information

Order Level

TransHeader

TransHeader.StatusID ?StatusID

Customer Info

Account

Left Join Account.ID TransHeader.AccountID

Contact Info

AccountContact

Left Join AccountContact.ID TransHeader.ContactID

Station Names

Station

Left Join Station.ID TransHeader.StationID

Salesperson

Employee

Left Join Employee.ID TransHeader.Salesperson1ID

Division

EmployeeGroup

Left Join EmployeeGroup.ID TransHeader.DivisionID

Important Display Fields
||~ Item ||~ Field ||~ Notes ||

Order Number

TransHeader.OrderNumber

Company Name

Account.CompanyName

Join Account.ID TransHeader.AccountID

Company Name

Account.CompanyName

Join AccountContact.ID TransHeader.ContactID

Contact Phone

Order Status

TransHeader.StatusText

Used for Grouping when displayed

Order Due Date

TransHeader.DueDate

Product

TransDetail.ItemName

Quantity

TransDetail.Quantity

Line Item Station

Station.StationName

JoinStation.ID TransDetail.StationID

Line Item Subtotal

TransDetail.SubTotalPrice

Price before Tax-Optionally Suppressed

Line Item Number

TransDetail.LineItemNumber

Order Created Date

TransHeader.CreatedDate

Assigned To

Employee.FirstName + “ ” + Employee.LastName

Join Employee.ID TransDetail.AssignedToID

Group By
The following groups are inserted in the report design:
||~ Description ||~ Level ||~ Optional ||~ Group ID field ||~ Group Display Field ||~ Notes ||

Division

1

No

TransHeader.DivisionID

Division.DivisionName

Order Status

2

No

TransHeader.StatusID

TransHeader.StatusText

Salesperson

3

Yes

TransHeader.Salesperson1ID

Salesperson.FirstName + “ ” + Salesperson.LastName

Order Station

4

Yes

TransHeader.StationID

Station.StationName

Sort Options
The data within a group will always be sorted by these fields if they in the group by:
||~ Description ||~ Sort Text ||~ Level ||~ Optional ||~ Notes ||

Some User choices for Sorting will actually be redundant. For example, If the User has elected to Group on Salesperson then choosing to Sort by Salesperson would accomplish nothing. Therefore the order in which rows are arranged inside the Group depends upon the grouping condition:
|| If Grouping On || Sort Choice || Sorting Order of the Report ||

This option suppresses the display of the following fields on the report and in any totals:SubTotalPrice

Notes:
* All data for orders in WIP and/or Built orders are pulled. Service tickets are a separate subset of orders that may or may not be included. WIP Orders are identified as TransHeader.StatusID1 Built Orders are identified as TransHeader.StatusID2 Non-service ticket orders are identified as TransHeader.TransactionType1 Service Tickets are identified as TransHeader.TransactionType6
* Top-Level Line Items are the first level of line items in an order. They may have sub-line items, called Child Line Items. Child Line Items are identified by noting that their parent is not the Variation.
Summary Fields
The following summary fields are necessary for each group.
||~ Description ||~ Fields ||~ Notes ||